Meeting Form Orchestration Template

Complete the contact and company profile.

Use Clay enrichment to populate:

• Company domain
• Company LinkedIn page
• Contact LinkedIn URL
• Job title
• Headcount
• Industry

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Create standardized fields for CRM lookup.

Create columns such as:

• Final Contact Name
• Final Company Name
• Company Domain
• LinkedIn Profile URL
• Company LinkedIn URL

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Prevent duplicate company records.

Lookup company using:

• Company domain
• Company name

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If the company exists in CRM:

• Identify the record owner
• Retrieve company data
• Retrieve contact data

Send a Slack notification to the owner containing:

• Contact name
• Company name
• Demo request details

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If the company does not exist:

Verify the company is legitimate.

Check signals such as:

• Valid domain
• Active website
• LinkedIn company page

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If validation passes:

• Create new company record
• Associate the contact with the company
• Populate CRM properties

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Push enriched data back to CRM.

Update fields such as:

• Company
  • Domain
  • Industry
  • Headcount
  • LinkedIn
• Contact
  • Name
  • Title
  • Email
  • LinkedIn

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